SALESFORCE FOR FINANCIAL SERVICES

It’s no secret that customers are the most valuable asset of any company. At CodeSWAT, we can help you gain more customers with Salesforce CRM solutions tailored specifically for the finance industry.

With proper integrations and custom development, we can help you maximize Salesforce to fully cover the needs of financial advisers and wealth managers. The right Salesforce customization can give you a holistic view of client holdings, assets, and investment history, which can help in planning short and long-term investments for your client.

With Salesforce solutions for the financial industry, you’ll get a 360 degree view of your clients, which will help you tailor financial advice to each customer’s individual needs.

Design and develop accounting system or any other custom Salesforce solution from scratch

Create multichannel architecture and powerful integrations of financial and accounting systems, CRM and ERP using Force.com

Develop custom solutions for integrating such systems as QuickBooks, PayPal and banking systems